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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
751
Athena Wealth Management
Nevada
$292K +$308K +2,690 New
LSC
752
Lesa Sroufe & Co
Washington
$292K -$57.2K -500 -16%
CWM
753
Connecticut Wealth Management
Connecticut
$287K +$302K +2,642 New
SMC
754
Smith, Moore & Co
Missouri
$287K – – –
FB
755
Fulton Bank
Pennsylvania
$287K – – –
PPW
756
Pasadena Private Wealth
California
$286K -$25.8K -225 -8%
Boston Partners
757
Boston Partners
Massachusetts
$285K – – –
HCMT
758
Highland Capital Management (Tennessee)
Tennessee
$285K -$8.58K -75 -3%
PCS
759
Personal CFO Solutions
New Jersey
$284K -$25.6K -224 -8%
SWM
760
SHP Wealth Management
Massachusetts
$283K -$142K -1,245 -32%
TIM
761
Thompson Investment Management
Wisconsin
$283K – – –
OGC
762
Oak Grove Capital
New Hampshire
$277K +$292K +2,550 New
NW
763
Naviter Wealth
Arkansas
$277K – – –
GAM
764
Groupama Asset Management
France
$275K -$12.5K -109 -6%
FFP
765
Freedom Financial Partners
Minnesota
$275K – – –
PF
766
Phoenix Financial
Israel
$275K +$291K +2,539 New
SAM
767
S.A. Mason
Michigan
$271K +$6.87K +60 +2%
VVP
768
Venture Visionary Partners
Ohio
$270K -$61.8K -540 -18%
EPIM
769
Evelyn Partners Investment Management
$269K -$269K -2,350 -49%
WC
770
Wexford Capital
Florida
$267K -$31.2K -273 -10%
JIC
771
Johnson Investment Counsel
Ohio
$266K +$687 +6 +0.2%
NB
772
NBT Bank
New York
$266K -$30.6K -267 -10%
PPC
773
Park Place Capital
Alabama
$264K – – –
JIC
774
Joel Isaacson & Co
New York
$263K -$2.4K -21 -0.9%
PA
775
Procyon Advisors
Connecticut
$261K +$5.04K +44 +2%